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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,242 | $86,922+40.6% | $102,438+19.3% | $80,874+51.2% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.6%-6.9pp |
| Annual return | 14.02% | 18.90%-4.9pp | 29.37%-15.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $2,275 | $2,369-4.0% | $3,024-24.8% | $2,756-17.4% |
| Participant deferral / active EE | $4,450 | $4,119+8.0% | $5,054-11.9% | $4,297+3.6% |
| Admin fee / account holder | $22,915 | $8,050+184.7% | $9,448+142.5% | $6,935+230.4% |